Contact me to discuss and receive support regarding the following:
1. https://lnkd.in/ezn2ub3 Educating older generations on how to engage with Millennials. Whether they are peers, prospects, clients, or a client’s family, it is imperative that we become much more open and engaging with the younger generations.
2. Reciprocal mentoring: We have as much to learn from them as they do from us. And, it is time we learn to trust each other.
3. Making succession planning a requirement: the concept that it is a huge win/win to not just encourage, but make succession planning a contingency of retirement. Older advisors should be making the effort to look past the one client they typically meet with and get to know their significant other, and their family. Bring in a younger advisor to eventually take over the relationship, that way no one looses the assets, and all those years and all the money spent building the business doesn’t go out the door when the primary relationship ends.
